Providing tax, mortgage brokering and financial planning services.
Warren began his career in the Army before moving into Secondary Teaching once he completed his Double Degree in Teaching and Science; majoring in Psychology and Statistics.
After being accepted into the Golden Key Honours Society for Academic excellence, and whilst teaching, Warren returned to study and began a new course in Financial Planning run then by Deakin and the FPA. Once he finished his financial planning course he left teaching to pursue a career in financial planning whilst working part-time at Centrelink.
From there, Warren continued to study, obtaining qualifications in Finance, Training and Education and taxation. Even though Warren is registered with the Tax Practitioners board as a tax (financial planner) he felt it was important to become a tax agent as well.
Warren has also completed many other courses/certificates in other areas, which enable him to provide advice across most areas of Financial Planning e.g. Securities, SMSF. He has also written financial planning courses and lectured in financial planning.
As the founder of the Find Group of companies which include Find Accountant Pty Ltd, Find Wealth Pty Ltd t/as Find Insurance, Find Retirement, Find Mortgages Pty Ltd, and Find Pty, Warren provides a true wholistic service from tax advice, financial planning advice, all the way through to finance advice.
Warren has built a reputation for providing honest advice at an affordable price.
He has built the website Find Insurance to help Mortgage Brokers better meet their obligations when it comes to discussing personal insurances with their own clients. He is also the owner of Find Financial Planner site which aims to help consumers find a financial advisor they can trust. For an advisor to be placed on the site they must go through a screening process. Unlike other sites, which accept anyone, Find Financial Planner will only accept advisors that meet their high standards.
Talk to Warren if you wish to obtain advice that is right for you and is affordable.
Warren is an Authorised Representative of ClearView Financial Advice Pty Ltd.